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You are invited to learn more about a variety of financial planning topics. Through this interactive section, learn from videos and presentations at your fingertips. Be sure to send me any questions that you may have.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future value of your current savings.
Determine whether you should consider refinancing your mortgage.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.